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Download file from vault

At the close of a financial period, you might want to download extracts for upload into your organization’s finance system.

To download a file from the Vault:

  1. From the main menu, select Administration > File Management > The Vault.

    The Vault appears in a separate window, defaulting to the Inbox.

  2. Click Outbox.

    Note: Downloads can be done from your Inbox or Outbox, however your finance system extracts are automatically placed in your Outbox so this is where you would normally download them.

  3. Click Grey computer box with arrow pointing downwards to the right of the file you want to download.

    The File Download window appears.

  4. Click Save. The Save As window appears.
  5. Specify the directory location, file name and file type to save the file.
  6. Click Save.